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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

0% less funds holding

Funds holding: 230229 (-1)

6.24% less ownership

Funds ownership: 64.96%58.72% (-6.2%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

30% less capital invested

Capital invested by funds: $1.4B → $975M (-$423M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M +$4.9M +153,038 +5%
Bank of America
2
Bank of America
North Carolina
$60.4M -$1.55M -48,433 -2%
CI
3
Clal Insurance
Israel
$55.2M
VA
4
Valmark Advisers
Ohio
$50.1M +$1.76M +55,027 +3%
UBS Group
5
UBS Group
Switzerland
$46.9M -$269K -8,413 -0.5%
LPL Financial
6
LPL Financial
California
$46.2M +$3.35M +104,492 +7%
OIA
7
OneDigital Investment Advisors
Kansas
$41.4M +$984K +30,709 +2%
MIH
8
Meitav Investment House
Israel
$36M -$2.21M -69,122 -6%
ETS
9
ESL Trust Services
New York
$29.8M +$2.75K +86 +0%
Charles Schwab
10
Charles Schwab
California
$24M +$2.67M +83,358 +12%
Wells Fargo
11
Wells Fargo
California
$21.8M -$7.41M -231,465 -24%
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.8M
TC
13
TownSquare Capital
Utah
$16.8M +$3.28M +102,289 +23%
EGWAG
14
Elwood & Goetz Wealth Advisory Group
Georgia
$16.8M +$786K +24,529 +5%
WSWA
15
Warren Street Wealth Advisors
California
$15.6M +$425K +13,274 +3%
FTUS
16
Flow Traders U.S.
New York
$13.2M -$63.9M -1,995,059 -82%
Stifel Financial
17
Stifel Financial
Missouri
$11.7M -$1.32M -41,233 -10%
TFA
18
Transamerica Financial Advisors
Florida
$11.4M -$215K -6,705 -2%
HFS
19
Howard Financial Services
Texas
$10.7M -$1M -31,373 -8%
EWM
20
Evermay Wealth Management
Virginia
$10.2M +$855K +26,704 +9%
Ameriprise
21
Ameriprise
Minnesota
$9.91M +$28.8K +899 +0.3%
CCA
22
Clearwater Capital Advisors
Illinois
$9.87M +$1.19M +37,199 +13%
PCA
23
Pallas Capital Advisors
Massachusetts
$9.37M +$5.25K +164 +0.1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.24M +$9.65M +301,246 +16,905%
MSRI
25
Michael S. Ryan Inc
New York
$9.23M +$319K +9,973 +3%